VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 514 filers reported holding VANGUARD STAR FDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $418,600 | -20.1% | 7,821 | -16.2% | 0.04% | -21.2% |
Q2 2023 | $523,641 | +1.2% | 9,337 | -0.3% | 0.05% | -14.8% |
Q1 2023 | $517,230 | +4.6% | 9,368 | -2.0% | 0.06% | +3.4% |
Q4 2022 | $494,340 | +12.4% | 9,558 | -0.5% | 0.06% | +3.5% |
Q3 2022 | $440,000 | -13.0% | 9,610 | -2.0% | 0.06% | -6.6% |
Q2 2022 | $506,000 | -12.8% | 9,811 | +1.0% | 0.06% | -3.2% |
Q1 2022 | $580,000 | +4.5% | 9,710 | +11.2% | 0.06% | -4.5% |
Q4 2021 | $555,000 | +5.1% | 8,733 | +4.7% | 0.07% | -1.5% |
Q3 2021 | $528,000 | +38.2% | 8,344 | +43.5% | 0.07% | +39.6% |
Q2 2021 | $382,000 | +56.6% | 5,813 | +49.1% | 0.05% | +41.2% |
Q1 2021 | $244,000 | +20.2% | 3,899 | +15.6% | 0.03% | +13.3% |
Q4 2020 | $203,000 | -34.7% | 3,374 | -46.7% | 0.03% | -52.4% |
Q2 2020 | $311,000 | -31.2% | 6,330 | -41.2% | 0.06% | -42.7% |
Q1 2020 | $452,000 | -79.8% | 10,770 | -73.3% | 0.11% | -81.7% |
Q4 2019 | $2,243,000 | +1996.3% | 40,285 | +1849.0% | 0.60% | +1900.0% |
Q3 2019 | $107,000 | -1.8% | 2,067 | 0.0% | 0.03% | -9.1% |
Q2 2019 | $109,000 | +1.9% | 2,067 | 0.0% | 0.03% | -17.5% |
Q1 2019 | $107,000 | +9.2% | 2,067 | 0.0% | 0.04% | -4.8% |
Q4 2018 | $98,000 | – | 2,067 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Louis-Dreyfus Family Office LLC | 649,796 | $38,819,000 | 46.42% |
OIKOS HOLDINGS LLC | 1,755,436 | $104,870,000 | 32.63% |
Mosaic Advisors LLC | 393,628 | $23,515,000 | 26.58% |
Sageworth Trust Co | 5,057,564 | $302,139,000 | 23.56% |
SAM Advisors, LLC | 636,899 | $38,048,000 | 16.46% |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 508,164 | $30,358,000 | 16.09% |
Gibson Wealth Advisors LLC | 207,344 | $12,387,000 | 12.64% |
UNIVEST FINANCIAL Corp | 723,488 | $43,221,000 | 12.18% |
CHERRYDALE WEALTH MANAGEMENT, LLC | 264,909 | $15,825,000 | 11.61% |
Family CFO Inc | 170,696 | $10,197,000 | 10.35% |